Western Financial Corp’s GE Aerospace GE Stock Holding History

Western Financial Corp’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.89M	Sell	10,397 -9,568	-48%	-$3M	1.14%	20
2026 Q1	$5.67M	Sell	19,965 -47	-0.2%	-$14.8K	2.22%	5
2025 Q4	$6.16M	Sell	20,012 -24	-0.1%	-$7.23K	2.44%	5
2025 Q3	$6.03M	Buy	20,036 +1,554	+8%	+$425K	2.62%	6
2025 Q2	$4.76M	Buy	18,482 +3,847	+26%	+$844K	2.55%	6
2025 Q1	$2.93M	Sell	14,635 -880	-6%	-$173K	1.7%	6
2024 Q4	$2.59M	Buy	15,515 +988	+7%	+$176K	1.42%	8
2024 Q3	$2.74M	Buy	14,527 +1,672	+13%	+$283K	1.55%	8
2024 Q2	$2.04M	Sell	12,855 -3,190	-20%	-$509K	1.23%	12
2024 Q1	$2.25M	Sell	16,045 -394	-2%	-$46.4K	1.38%	9
2023 Q4	$1.67M	Sell	16,439 -192	-1%	-$17.8K	1.12%	10
2023 Q3	$1.47M	Buy	16,631 +1,055	+7%	+$94.8K	1.08%	14
2023 Q2	$1.37M	Buy	15,576 +9,166	+143%	+$742K	0.93%	19
2023 Q1	$489K	Buy	+6,410	New	+$429K	0.35%	87

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Western Financial Corp's GE Position: Q2 2026 in Review

Western Financial Corp reduced its GE Aerospace (GE) stake by 48% in Q2 2026, selling an estimated $3M and leaving 10,397 shares worth $3.89M. The position accounts for 1.14% of the portfolio, ranked #20.

Western Financial Corp first reported a position in GE in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.16M in Q4 2025. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Western Financial Corp held 10,397 shares of GE Aerospace worth $3.89M as of Q2 2026.
Western Financial Corp sold 9,568 GE Aerospace shares in Q2 2026, an estimated $3M.
GE Aerospace made up 1.14% of Western Financial Corp's portfolio in Q2 2026, its #20 holding.
Western Financial Corp first reported a position in GE Aerospace in Q1 2023 and has held it in 14 quarters since.
Western Financial Corp's GE Aerospace position peaked at $6.16M in Q4 2025.
1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.